Market Recap

May 2024 Market Recap

The equity market rebounded from losses in April and reached a new all-time high after a 5.80% advance from the start of the month throug ...
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April 2024 Market Recap

The equity market was challenged in April as economic data and stickier than expected inflation pushed the U.S. Federal Reserve (the Fed) further away from ...
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March 2024 Market Recap

The equity market’s 10.56% rally during the first quarter of 2024 resulted in the S&P 500® Index reaching a new all-time high. The S&P 500® ...
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February 2024 Market Recap

The equity market’s 5.34% rally during February led the S&P 500® Index to close the month at an all-time high. From the start of the ...
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January 2024 Market Recap

The equity market rally from the end of 2023 carried into January, although not without bumps along the way. From the start of the year ...
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December 2023 Market Recap

The S&P 500® Index returned 11.69% in the fourth quarter of 2023, with monthly returns of -2.10%, 9.13%, and 4.54% in October, November, and December, ...
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November 2023 Market Recap

The S&P 500® Index returned 9.13% in November, interrupting three consecutive months of decline and capping an impressive advance of 11.18% from its intra-quarter low ...
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October 2023 Market Recap

The S&P 500® Index returned -2.10% in October, marking the equity market’s third consecutive monthly decline. It appeared monetary policy and the direction of interest ...
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September 2023 Market Recap

The S&P 500® Index returned -3.27% in the third quarter of 2023 with monthly returns of 3.21%, -1.59% and -4.77% for July, August and September, ...
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August 2023 Market Recap

After a five-month winning streak, the S&P 500® Index declined 1.59% in August. A surprise downgrade of U.S. credit by Fitch Ratings, a credit rating ...
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